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KRE vs NEAR

Comparison between SPDR(R) S&P REGIONAL BANKING(SM) ETF (KRE, ETF) and ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF).

5-Year PerformanceNEAR has outperformed KRE, delivering a return of +3.8% compared to +2.9%

KRE vs NEAR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
KRE
$4.20B
Winner
NEAR
$4.30B
Expense Ratio
KRE
0.35%
Winner
NEAR
0.25%
Max Drawdown
KRE
71.21%
Winner
NEAR
9.68%
Sharpe Ratio
Winner
KRE
0.86
NEAR
0.47
5Y Beta
KRE
1.05
Winner
NEAR
0.00
P/E Ratio
KRE
14.15
NEAR
N/A
Forward P/E
KRE
11.53
NEAR
N/A
5Y Dividends CAGR
KRE
1.83%
Winner
NEAR
32.72%
5Y EPS CAGR
KRE
8.25%
NEAR
N/A
Debt to Equity
KRE
19.06%
NEAR
N/A
P/S Ratio
KRE
3.86
NEAR
N/A
P/B Ratio
KRE
1.23
NEAR
N/A

KRE vs NEAR - Historical Returns

Returns include dividend reinvestment.

1M
KRE
-1.67%
Winner
NEAR
+0.09%
3M
KRE
-2.94%
Winner
NEAR
+0.02%
6M
Winner
KRE
+12.22%
NEAR
+1.34%
1Y
Winner
KRE
+18.19%
NEAR
+4.50%
5Y(CAGR)
KRE
+2.91%
Winner
NEAR
+3.84%
10Y(CAGR)
Winner
KRE
+8.43%
NEAR
+2.85%
Max(CAGR)
Winner
KRE
+4.30%
NEAR
+2.43%

KRE vs NEAR - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearKRENEAR
2026+5.18%+0.55%
2025+11.41%+5.96%
2024+18.19%+5.16%
2023-6.93%+7.44%
2022-16.65%+0.43%
2021+39.97%+0.34%
2020-7.56%+1.39%
2019+25.36%+3.53%
2018-19.01%+1.67%
2017+7.48%+1.43%
2016+38.38%+1.58%
2015+6.12%+0.85%
2014+3.42%+0.59%
2013+42.21%+0.35%
2012+14.15%N/A
2011-7.79%N/A
2010+18.25%N/A
2009-21.82%N/A
2008-16.59%N/A
2007-22.74%N/A
2006+6.01%N/A

KRE vs NEAR Drawdown Comparison

The maximum drawdown for KRE was -68.58%, occurring on Mar 9, 2009. Recovery took 2106 trading sessions.

The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.

The current KRE drawdown is -6.80%. The current NEAR drawdown is -0.23%.

RankKRENEAR
#1-68.58%
Dec 27, 2006 - May 12, 2015
-9.61%
Mar 5, 2020 - Jul 24, 2020
#2-54.87%
Jun 8, 2018 - Feb 9, 2021
-1.32%
Oct 5, 2021 - Dec 19, 2022
#3-52.71%
Jan 14, 2022 - Feb 3, 2026
-1.16%
Apr 3, 2025 - Apr 29, 2025
#4-27.99%
Nov 6, 2015 - Nov 9, 2016
-1.13%
Feb 27, 2026 - Mar 26, 2026
#5-15.90%
Mar 1, 2017 - Nov 29, 2017
-0.76%
Sep 24, 2024 - Dec 4, 2024
#6-15.65%
Jun 1, 2021 - Oct 8, 2021
-0.61%
Apr 30, 2025 - Jun 11, 2025
#7-15.01%
Jun 23, 2015 - Nov 6, 2015
-0.58%
Mar 27, 2024 - May 3, 2024
#8-14.95%
Feb 6, 2026 - Mar 18, 2026
-0.56%
Feb 1, 2024 - Mar 7, 2024
#9-10.93%
Nov 23, 2021 - Jan 6, 2022
-0.46%
Mar 8, 2024 - Mar 27, 2024
#10-9.12%
Mar 9, 2018 - May 22, 2018
-0.46%
Dec 6, 2024 - Jan 8, 2025
#11-8.99%
Mar 12, 2021 - May 7, 2021
-0.34%
Oct 15, 2014 - Feb 25, 2015
#12-6.96%
Jan 23, 2018 - Mar 6, 2018
-0.30%
Nov 3, 2023 - Nov 14, 2023
#13-5.19%
Feb 24, 2021 - Mar 8, 2021
-0.29%
May 15, 2024 - Jun 3, 2024
#14-4.73%
Dec 27, 2016 - Jan 26, 2017
-0.25%
Dec 7, 2023 - Dec 13, 2023
#15-4.38%
May 7, 2021 - May 14, 2021
-0.25%
Jan 8, 2025 - Jan 15, 2025

Correlation

Correlation between KRE and NEAR is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2006 - 2026)

KRE vs NEAR dividend yield comparison.

YearKRENEAR
20260.53%1.40%
20252.45%4.54%
20242.59%5.00%
20232.99%4.59%
20222.51%1.78%
20211.97%0.76%
20202.78%1.53%
20192.21%2.69%
20182.48%2.25%
20171.40%1.52%
20161.40%1.07%
20151.80%0.85%
20141.60%0.85%
20131.37%0.15%
20122.02%0.00%
20111.80%0.00%
20101.37%0.00%
20092.06%0.00%
20083.71%0.00%
20076.08%0.00%
20061.23%0.00%

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